Purchases and Sales Made in Q1 2022 in Nuveen Esg U.S. Aggregate Bond (NUBD)
This table provides information about the institutional ownership of Nuveen Esg U.S. Aggregate Bond (NUBD) during Q1 2022. The information is specifically focused on institutions that hold shares of NUVEEN ESG U.S. AGGREGATE BOND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
275K+ 2311.96% |
$6.56M - $7.01M
|
287K
$6.22M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
160K+ 13.05% |
$3.81M - $4.07M
|
1.38M
$30M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
117K+ 115.77% |
$2.8M - $2.99M
|
218K
$4.74M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
84.2KNew |
$2.01M - $2.15M
|
84.2K
$1.83M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68.4K+ 5.44% |
$1.63M - $1.75M
|
1.32M
$28.8M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
51.3K+ 102.01% |
$1.23M - $1.31M
|
102K
$2.21M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
45.9K+ 20.83% |
$1.1M - $1.17M
|
266K
$5.78M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.4K+ 29.96% |
$893K - $954K
|
162K
$3.52M
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
32.6K+ 92.39% |
$779K - $832K
|
67.9K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.6K+ 16.77% |
$634K - $678K
|
185K
$4.02M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
24K+ 31.7% |
$573K - $612K
|
99.6K
$2.16M
|
|
|
May 03, 2022
Q1 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
21.2KNew |
$506K - $541K
|
21.2K
$460K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.5K+ 223.49% |
$467K - $499K
|
28.3K
$614K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
19.2K+ 17.09% |
$459K - $491K
|
132K
$2.86M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.3K+ 137.6% |
$388K - $415K
|
28.1K
$610K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 4.73% |
$261K - $279K
|
242K
$5.26M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.7KNew |
$255K - $273K
|
10.7K
$232K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.78KNew |
$233K - $249K
|
9.78K
$212K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.46KNew |
$202K - $216K
|
8.46K
$184K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.92K+ 14.67% |
$165K - $177K
|
54.1K
$1.17M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.84K+ 7.32% |
$163K - $175K
|
100K
$2.18M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.15K+ 6.47% |
$147K - $157K
|
101K
$2.2M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.33K+ 23.81% |
$127K - $136K
|
27.7K
$602K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.13K+ 258.29% |
$122K - $131K
|
7.11K
$154K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.78KNew |
$90.2K - $96.4K
|
3.78K
$82K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.63K+ 26.47% |
$86.6K - $92.5K
|
17.3K
$376K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
3.48K+ 9.91% |
$83.1K - $88.8K
|
38.6K
$838K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.12K+ 1.88% |
$74.4K - $79.5K
|
169K
$3.67M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.22K+ 4.43% |
$53.1K - $56.7K
|
52.4K
$1.14M
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.69K+ 6.46% |
$40.4K - $43.1K
|
27.9K
$605K
|
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.69K+ 6.46% |
$40.4K - $43.1K
|
27.9K
$605K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.56K+ 8.66% |
$37.1K - $39.7K
|
19.5K
$423K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.38K+ 4.87% |
$33K - $35.3K
|
29.8K
$646K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.06K+ 13.33% |
$25.3K - $27K
|
9.01K
$196K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
900New |
$21.5K - $23K
|
900
$19.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
867+ 9.46% |
$20.7K - $22.1K
|
10K
$218K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
840+ 91.5% |
$20.1K - $21.4K
|
1.76K
$38.2K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
476+ 46.17% |
$11.4K - $12.1K
|
1.51K
$32.7K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
422+ 0.77% |
$10.1K - $10.8K
|
55.5K
$1.2M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
394+ 1.95% |
$9.41K - $10.1K
|
20.6K
$448K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
357+ 1.04% |
$8.53K - $9.11K
|
34.8K
$755K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
172+ 3.41% |
$4.11K - $4.39K
|
5.22K
$113K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
137+ 0.86% |
$3.27K - $3.49K
|
16.1K
$350K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-63- 2.84% |
$1.5K - $1.61K
|
2.16K
$46.8K
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-183- 1.32% |
$4.37K - $4.67K
|
13.7K
$297K
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-355- 0.66% |
$8.48K - $9.06K
|
53.8K
$1.17M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-368- 1.53% |
$8.79K - $9.39K
|
23.7K
$514K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-400Closed |
$9.55K - $10.2K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-400- 30.77% |
$9.55K - $10.2K
|
900
$19.5K
|